Watch - The Next Step

The Outlook.

You’ve checked the overall markets, found some stocks with matching outlook. Now to keep track of them.  This platform allows you to create customized Watchlists – always with the ability to manage them by adding to transferring between or deleting from any list.

View them by a List or Tile View.  Both options give you navigational tools to further research such as action arrows and The Score icons.

Tile View offers 1 Day, 1 Month, 3 Month and 6 Month periodicies.

List View allows you to sort stocks by symbol, most recent price, Change, % Change, etc.

Both Tile and List View a ‘bird’s eye view’ of the stock, can be moved to the Reseach Tab, added, transferred or deleted from a Watchlist.

Personal Watchlists” – create your own lists tailored to your strategies and current market conditions.

Default lists such as “Large Cap”, “Main” and “ETFs” are already included.
Active Watchlists“- lists stocks most active, gainers/losers and those at their 52 week high/low.
Dynamic Watchlists“- are system generated and maintained lists.
Virtual Watchlists” – automatically populates with the stocks trading in your virtual account.


Create Watchlists

The Market & Watch Tab Icon ToolBar allows you to Create/Modify/Manage your Lists.

Hover your cursor over the icon to view it’s ‘task’:   
Select Candidates
Send to Research
Add/Delete a List
Modify an existing List
Send candidates from one List to another
Remove candidates from existing List
Change View:  List or Tile
To Create a New Watchlist:

1. Under ‘Create Watchlist’, enter symbols – separating  eachwith a comma or (space)
2.  Enter the name of New Watchlist
3.  Click “Create”
Other ways to Create Lists include:

From the Find Tab>Scans and Find Tab>Calendar.

Selecting candidates from Scans (Ex: Bullish Ascending Triangle ) or Calendar for an Earnings or Dividend date to get the list of stocks that fit your selected criteria,  click the “Check” icon to the stock symbols you want to keep, then click the Folder + icon to , name your new Watch List then click “OK”.

You can also copy/paste a list of symbols from an outside source to a newly created (or existing list) provided the following apply:

  1. Only symbols are being copied/pasted
  2. There is a comma (,) or space between symbols

Manage/Modify Existing Lists

Smart Action Icon

The Smart Action Icon  adjusts available features depending upon where you are in the trading platform.

For Stocks you can ‘Buy’, ‘Sell’, view ‘Options’, etc.  

Any Strategy-specific options scan will have ‘Analyze’ and ‘Trade’ in the Action Icon Menu. You can click ‘Analyze’ to see the trade in the options chain. From there, you can Edit the structure or click ‘Trade’ to submit the trade to your to Brokerage Account and Journal.


Don't Know the Symbol?

No Problem

You can search for symbols from several entry points including “Market” and “Watch”. Simply start typing all or part of the Company’s name and the system will proactively provide you with suggestions. You can use this feature anywhere including Insiders and Institutions.

For example, typing “Bank” in the Symbol box will bring up the stock symbols and names of companies with “bank” in their name.

Depending where you are in the Platform, clicking on the selected symbol while you are in:

The “Market” or “Watch” tab, it will be added to your currently open list of stocks.

The Dashboard of the “Research” Tab, it will automatically provide the top layer of information on the stock.  As always, you are able to navigate to different areas or ‘drill down’.

Insider or Institutions of the “Research” Tab, the corresponding data will display, such as data by Quarter, the biggest buyers and sellers and more.